Our Team

Helping you make smarter financial decisions, which lead to increased well-being and a better quality of life.

Meet the PenLife team

Our service can only be as strong as the people who deliver it.

Fortunately, we have a team of Financial Planners, Managers, Dedicated Support, Marketing Coordinators, Administrators and Receptionists who have the skills and experience to do just that.

From the moment you first walk through the door to the moment you leave your annual review meeting, you can expect nothing less than exceptional advice and service.

Here are the people who make it happen.

Deb Jacobs

Director/Chartered Financial Planner/Sales Team Leader

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Tom Hughes

Director/Senior Financial Planner

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Nina Wright

Director/Administration & Compliance Team Leader

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Bernadette Render

Director/Data & Project Team Leader

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Asif Sadullah

Chartered Financial Planner

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John Walker

Chartered Financial Planner

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Louis Maddison

Financial Planner

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Adam Dent

Financial Planner

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James Wadsworth

Financial Planner

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Craig Howard

Financial Planner

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Kriss Brining

Financial Planner/Dedicated Administrator

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Haydn Wishart

Financial Planner/Dedicated Administrator

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Justine Cutt

Financial Planner Support/Mentor

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John Whiting

Adviser Development Manager

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Helen Scurry

Finance & HR Team Leader

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Adam Dobson

Junior Data & Project Assistant

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Nicola O’Mahon

Dedicated Administrator

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Dom Medcalf

Dedicated Administrator

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Leon Kemplay

Administrator

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Ben Crockett

Administrator

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George Huntington

Administrator

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Jack Pitman

Apprentice Administrator

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Tom Dunn

Junior Administrator

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Spencer Blythe

Apprentice Marketing Assistant

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Carolyn Myers

Client Care Team Leader

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Drew Johns

Senior Receptionist/Client Care Assistant

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Sharon Meers

Receptionist/Client Care Assistant

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Alfie the Dog

Office Dog

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Milo the Dog

Office Dog

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Join Us

View our vacancies

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Our office dogs

Milo the Dog

Office Dog

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Alfie the Dog

Office Dog

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It’s all about developing relationships

We’re here to be your trusted adviser and guide. We’d love to arrange a no-obligation chat with you, over the phone or over a coffee.

Get in touch

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